Ramsey, I haven't read the brochure yet, but I will.
However, your comment that enterprise purchasers of TPMs will turn them on to begin with is not convincing to me for the following reason: TPMs will be standard equipment on almost all business computers in the next year or two (assuming that TPMs are integrated into either the Super I/O or another chip, e.g., the Ethernet chip). That's precisely why the predictions are that there will be so many TPMs available. I completely agree with these predictions (as long as the marginal cost of the TPMs is small).
Will the purchasers of these new computers know anything about TPMs? Not likely, unless there is a lot of education. That's why I don't believe the enterprises will turn them on until either the OS supports them or a standalone end-user application does.
Once TPMs are turned on, then the rest of the applications that Wave has developed (or is developing) become necessary. But buying a TPM in a computer doesn't mean it will be turned on, until there is a use for it. That requires software that can use it for some purpose that is useful to the end-user. My question still remains: Is there standalone software that an end-user wants available now? If not, the TPMs will be unused until the OS can support them.